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Farther Finance Advisors, LLC
Farther Finance Advisors, LLC is a registered investment adviser headquartered in San Francisco, California. The firm leverages experienced financial advisors and proprietary technology to provide comprehensive financial planning and wealth management solutions for individuals, families, and businesses. Founded in Delaware, Farther combines unbiased advice and holistic services, including estate planning, tax, insurance, and investment management, to serve affluent and high-net-worth clients.
Investment Strategy
Farther Finance Advisors deploys a data-driven, technology-empowered investment approach, offering access to a wide range of public strategies and alternative investments. The firm emphasizes personalized, unbiased advisory services supported by an in-house team of experts (CPAs, estate attorneys, insurance specialists), all delivered on a proprietary wealth management platform. Their advisors focus on maximizing each client's financial goals through diversified portfolios, efficient asset allocation, and holistic planning practices. Client assets are custody-secured with trusted partners like Pershing, Schwab, and Fidelity, and data security is a high priority.
Latest 13F Filing Activity
Farther Finance Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 4,708 equity positions with a total 13F market value of $7B. The fund increased holdings in Dimensional International Value Etf, Schwab U.s. Large-cap Etf, Vanguard Short-term Corporate Bond Etf among other positions. Farther Finance Advisors, LLC reduced exposure to Ishares Core Total Usd Bond Market Etf, SPDR Portfolio High Yield Bond Etf, SPDR Portfolio Intermediate Term Corporate Bond Etf among others.
Top Holdings
Equity Positions (4,708)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES CORE S&P 500 ETF | 6.02% | $398.8M | 595,807 | $543.72 | $669.30 | +$54.9M |
V VOO | VANGUARD S&P 500 ETF | 2.90% | $191.9M | 313,439 | $471.24 | $612.38 | +$7.7M |
A AAPL | APPLE INC COM | 2.65% | $175.7M | 689,954 | $215.19 | $254.63 | +$58.0M |
N NVDA | NVIDIA CORPORATION COM | 2.26% | $149.6M | 802,003 | $117.08 | $186.58 | +$52.8M |
V VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 1.82% | $120.7M | 2,015,008 | $53.46 | $59.92 | -$1.3M |
Industry Allocation
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